New entity to import values in field "State" in the VendstateTaxID table for 1099 US Tax report
To develop a new entity to populate massively the field "State" in the VendstateTaxID table for 1099 US Tax report.
Invoice approval (using the breakdown of voucher): Financial dimension should be defaulted from the vendor record
When a user opens the vendor invoice approval and work in the lower area, then the financial dimensions are defaulted from the vendor record. It would be nice when the breakdown of voucher is opened in the invoice approval journal, the financial dimensions should also be defaulted from the vendor...
Report to show invoices failed 2- or 3-way matching process (with approvers)
The idea is to give users the ability to filter out all invoices that did not pass (fully and partially) the matching process. Ideally, it should be a report where users manually approved the invoices are visible. Alternatively, "Invoice history and matching details" functionality can be improv...
AP Simulate posting on pending invoices to preview any error message before workflow completion
The simulate posting is very helpful for all General journals / Invoice journals / Payment journals / FA journals to preview any error message. In the case you are using AP automation and pending invoices for all types of invoices, the simulate posting button is not available. Having this woul...
This work is planned and can be tracked with the following release item on our Release plans: https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/finance-operations/dynamics365-finance/vendor-invoice-automation-pre-validate-vendor-invoice-posting
Remove the ability to select an unrelated PO and attach it to a vendor invoice
We have discovered that you can create a vendor invoice and select a PO from the drop down and not bring any lines in. If you click update match status, it will show as passed even though there are no lines from the PO on the vendor invoice. Once it is posted, if you search vendor transactions...
Recurring AP Invoices
Current functionality for AP invoicing does not offer the ability to setup recurring automatic AP Invoicing. Believe it would be very beneficial for most of our D365FO customers to have automatic recurring AP Invoice functionality which does not require any manual intervention. Example: paying...
The Actual Sales Tax amount field should not be reset after the Posting Profile is updated
When the actual VAT amount is different than the calculated VAT amount, inside an invoice register journal in D365. and the posting profile is than updated (changed) - the value in the Read more...
Thank you for your feedback.
We are re-categorizing this feedback to get it in front of the right team - "Accounts payable".
Sincerely,
PM, Ilya Kondratenko
Microsoft.
Using Prepayment functionality of PO , Vendor Aging Balance column is not matching with GL
Hi There,
This idea is related with unbalancing of Vendor Aging and TB balance if a prepayment functionality of PO has been used.
Steps;
-AP Parameters should be removed of Prepayment posting profile.
-PO Created, Prepayment tagged with PO.
-Prepayment invoic...
Post invoices automatically for non-direct delivery intercompany POs
When stock orders are shipped to receiving company via intercompany relation, the invoice from the shipping company should post automatically in the receiving company upon receipt or when the invoice is posted. This option exists for direct delivery POs, but does not for non-direct delivery PO...
Vendor Change Report
Can we create or adapt an existing report like Vendors so the AP department can report on any vendor changes within a given date range? Information that would need to be created: Vendor Name Address Contact information Bank information Invoice & delivery Payment Financial Dimensions
Administrator
Plan to add a tile on the Invoice entry workspace that shows invoices that failed matching validation. Drill down into list page that can be exported.